Trust Manager

Thomas Telman
London (Central), London (Greater)
Upto 90K + benefits including flexible working
12 Feb 2019
12 Mar 2019
Practice area
7 years+
Full time
Contract type

An exciting opportunity is available for a Senior Tax Manager to join a practice in the West End.  

Duties include:

  • Taking independent control of client relationships
  • preparation of annual trust accounts, Trust Tax Returns and beneficiary income statements and liaising with the clients and beneficiaries
  • Supervising the day-to-day transactions dealt with by other trust team members
  • Supporting the board of directors by way of reporting on the trusts
  • Preparing income, capital gains and inheritance tax returns for trusts
  • Assisting fee-earners in the wider Private Client Group with their preparation of estate accounts and tax returns

The ideal candidate must be:

  • Qualified of a relevant professional accounting or tax body, and is a STEP member
  • At least 8 years’ experience in a practical accountancy/law background
  • Income, Gains and Inheritance Tax experience
  • Highly IT literate, with good working knowledge of Excel & Word and previous experience using CCH Trust Accounts and CCH Personal Tax or similar software

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